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MEDIMMUNE LLC 401K PLAN
Investment Model Portfolios

Investment options of MEDIMMUNE LLC 401K PLAN

Total Available Funds: 30
Asset Class Ticker Description
US EQUITY
LARGE VALUE NFJEX ALLNZ NFJ DIV VAL I
Mid-Cap Growth BGRFX BARON GROWTH
SMALL VALUE CSCZX COL SM CAP VALUE I Z
LARGE GROWTH FCNKX FID CONTRAFUND K
LARGE GROWTH JLGMX JPM LG CAP GROWTH R6
MID-CAP VALUE FLMVX JPM MIDCAP VALUE IS
Mid-Cap Growth MACGX MSIF MID CAP GRTH P
Mid-Cap Growth NBGEX NB GENESIS - TR CL
MID-CAP BLEND FSEVX SPTN EXT MKT IDX ADV
LARGE BLEND PRDGX TRP DIV GROWTH
LARGE BLEND VINIX VANGUARD INST INDEX
INTERNATIONAL EQUITY
FOREIGN SMALL/MID GROWTH ACINX COL/ACORN INTL Z
Foreign Large Blend FSIVX SPTN INTL INDEX ADV
Foreign Large Growth TIVRX THORNBURG INT VAL R5
Others
Target Date 2000-2010 FFKBX FID FREEDOM K 2000
Target Date 2000-2010 FFKVX FID FREEDOM K 2005
Target Date 2000-2010 FFKCX FID FREEDOM K 2010
Target Date 2011-2015 FKVFX FID FREEDOM K 2015
Target Date 2016-2020 FFKDX FID FREEDOM K 2020
Target Date 2021-2025 FKTWX FID FREEDOM K 2025
Target Date 2026-2030 FFKEX FID FREEDOM K 2030
Target Date 2031-2035 FKTHX FID FREEDOM K 2035
Target Date 2036-2040 FFKFX FID FREEDOM K 2040
Target Date 2041-2045 FFKGX FID FREEDOM K 2045
Target Date 2046-2050 FFKHX FID FREEDOM K 2050
Target Date 2050+ FDENX FID FREEDOM K 2055
Retirement Income FFKAX FID FREEDOM K INCOME
ROOT CASH VANG PRIME MM INST
Emerging Market
DIVERSIFIED EMERGING MKTS ODVYX OPP DEVELOPING MKT Y
FIXED INCOME
Intermediate-Term Bond VBTIX VANG TOT BD MKT INST

Investment model portfolios

We provide two types of investment model portfolios for MEDIMMUNE LLC 401K PLAN participants. You can customize and follow a model portfolio in your plan account.

Types of portfolio strategies

These portfolios are proactively monitored and rebalanced on a monthly basis when needed, ensuring it remains in line with its target allocation.

Let us know (Email us) if you need help to create a custom model portfolio for your plan.

Example model portfolios

The following provides historical returns for example model portfolios with a moderate risk profile (at most 60% in stocks) and their comparison with benchmark index funds. You can customize these portfolios according to your own risk profile.

Strategic Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Strategic Asset Allocation (SAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
MEDIMMUNE LLC 401K PLAN Strategic Asset Allocation - Optimal Moderate NA -0.93% 3.37% 2.81% 7.26% 6.32% NA 6.69%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 7.18% 10.93% 11.18% 13.10% 8.60% 6.45% 6.55%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA -0.24% 4.98% 4.97% 7.82% 5.92% 5.61% 5.27%
Data as of 10/31/2018, AR inception is 12/31/2000

Tactical Asset Allocation Model Portfolio

The following portfolio is based on the MyPlanIQ Tactical Asset Allocation (TAA) strategy.

Name YTD Return 1Yr AR 3Yr AR 5Yr AR 10Yr AR 15Yr AR 20Yr AR Inception
MEDIMMUNE LLC 401K PLAN Tactical Asset Allocation Moderate NA 16.50% -1.16% 2.54% 2.33% 3.33% 5.28% 6.19%
VFINX (VANGUARD 500 INDEX FUND INVESTOR SHARES) NA 37.82% 8.86% 15.20% 12.89% 14.04% 10.46% 8.70%
VSMGX (VANGUARD LIFESTRATEGY MODERATE GROWTH FUND INVESTOR SHARES) NA 22.89% 2.25% 6.63% 6.01% 7.19% 6.10% 5.79%
Data as of 10/31/2024, AR inception is 12/31/2000